See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,906 | $159,602-80.6% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.40% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,270 | $4,961+46.6% | $4,693+54.9% | $4,299+69.1% |
| Participant deferral / active EE | $18,321 | $8,310+120.5% | $7,997+129.1% | $6,507+181.5% |
| Admin fee / account holder | $8,499 | $14,846-42.8% | $13,435-36.7% | $12,624-32.7% |